No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PETER VAUPEL EIN 13-6179467 FUND ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | 629 FIFTH AVENUE PELHAM, NY 10803 | $77K |
| EDUARDO MELENDEZ EIN 13-6179467 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 629 FIFTH AVENUE PELHAM, NY 10803 | $40K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTEAD, NY 11550 | $32K |
| DONNA COLANTUONO EIN 13-6179467 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 629 FIFTH AVENUE PELHAM, NY 10803 | $30K |
| GETTRY MARCUS CPA, P.C. EIN 13-3418879 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | 88 FROEHLICH FARM BLVD, 3RD FLOOR WOODBURY, NY 11797 | $22K |
| CYNOMYS, INC. EIN 82-2668930 ACTUARIAL | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | 16170 POPPY SEED CIRCLE UNIT 902 DELRAY BEACH, FL 33484 | $20K |
| D. D. SERVICES, INC. EIN 11-2705347 CLAIMS PROCESSING | Claims processing; Direct payment from the plan Service code 12 | 265 POST AVENUE, SUITE 340 WESTBURY, NY 11590 | $9K |
| DAHAB ASSOCIATES EIN 11-2783874 INVESTMENT CONSULTANT | Consulting (general); Investment management fees paid directly by plan Service code 16 | 423 SOUTH COUNTRY ROAD BAY SHORE, NY 11706 | $9K |
| CVS PHARMACY, INC. EIN 05-0340626 CLAIM PROCESSING | Direct payment from the plan; Claims processing Service code 12 | 2215 SANDERS ROAD NBT-5 NORTHBROOK, IL 60062 | $7K |
| M&T BANK TRUST & PENSION SERVICES EIN 16-0538020 INVESTMENT CUSTODIAN | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 285 DELAWARE AVE, 3RD FLOOR BUFFALO, NY 14202 | $6K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 306 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 306 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED EMPLOYEE BENEFITS ADMIN | 306 | $8K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 0 | $384K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 306 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.